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First Trust Managed Futures Strategy Fund

67 hedge funds and large institutions have $107M invested in First Trust Managed Futures Strategy Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-11
Holders Change %
-14.1%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
31
Reduced
24
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
51
Apollon Wealth Management
South Carolina
$287K +$50.7K +1,041 +21%
MWM
52
Maripau Wealth Management
Indiana
$285K -$11.1K -229 -4%
UBS Group
53
UBS Group
Switzerland
$237K +$179K +3,669 +305%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$228K +$22.6K +464 +11%
SA
55
SpiderRock Advisors
Delaware
$218K -$35.6K -732 -14%
OFS
56
OneAscent Financial Services
Alabama
$208K +$208K +4,266 New
AAS
57
Ameritas Advisory Services
Nebraska
$200K -$29.2K -601 -13%
RIL
58
Rothschild Investment LLC
Illinois
$190K
HI
59
Harbour Investments
Wisconsin
$150K +$7.01K +144 +5%
TAM
60
Tucker Asset Management
Colorado
$84.8K +$35.7K +733 +73%
MSWM
61
Mowery & Schoenfeld Wealth Management
Illinois
$76.6K +$76.6K +1,575 New
PS
62
Principal Securities
Iowa
$52.1K -$2.63K -54 -5%
BEI
63
Benjamin Edwards Inc
Missouri
$33K +$985 +20 +3%
IRC
64
Investors Research Corp
Georgia
$5.35K
SIS
65
Sound Income Strategies
Florida
$3.75K +$2.48K +51 +196%
GI
66
GAMMA Investing
California
$1.56K
Morgan Stanley
67
Morgan Stanley
New York
$92 +$92 +1 New
CIM
68
Cambria Investment Management
California
-$3.31M -65,511 Closed
AWA
69
Authentikos Wealth Advisory
California
-$2.77M -54,820 Closed
MCM
70
Mainstay Capital Management
Michigan
-$1.35M -26,633 Closed
FAIM
71
Financial Advocates Investment Management
Washington
-$1.19M -25,739 Closed
OIA
72
OneDigital Investment Advisors
Kansas
-$645K -12,752 Closed
BRWA
73
B. Riley Wealth Advisors
Florida
-$554K -11,302 Closed
MC
74
Moors & Cabot
Massachusetts
-$501K -9,900 Closed
SAW
75
Signal Advisors Wealth
Michigan
-$308K -6,094 Closed